VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,223,352 | -3.2% | 44,888 | +0.6% | 2.29% | -2.6% |
Q2 2023 | $12,627,032 | +10.0% | 44,625 | -3.0% | 2.36% | -1.9% |
Q1 2023 | $11,475,449 | +1.2% | 46,005 | -13.5% | 2.40% | -7.4% |
Q4 2022 | $11,337,314 | -34.1% | 53,199 | -33.9% | 2.59% | -30.5% |
Q3 2022 | $17,209,000 | -5.6% | 80,433 | -1.7% | 3.73% | -1.4% |
Q2 2022 | $18,236,000 | -23.8% | 81,815 | -1.6% | 3.79% | -3.6% |
Q1 2022 | $23,920,000 | -8.0% | 83,171 | +2.7% | 3.93% | -3.7% |
Q4 2021 | $25,987,000 | +13.3% | 80,981 | +2.4% | 4.08% | -6.6% |
Q3 2021 | $22,942,000 | +21.8% | 79,065 | +20.4% | 4.37% | +16.6% |
Q2 2021 | $18,830,000 | +1.4% | 65,654 | -9.2% | 3.75% | -8.0% |
Q1 2021 | $18,577,000 | -19.8% | 72,275 | -21.0% | 4.07% | -18.3% |
Q4 2020 | $23,175,000 | +27.3% | 91,478 | +14.4% | 4.98% | +9.6% |
Q3 2020 | $18,202,000 | +16.8% | 79,970 | +3.7% | 4.55% | -6.1% |
Q2 2020 | $15,582,000 | +30.2% | 77,102 | +0.9% | 4.84% | +1.1% |
Q1 2020 | $11,969,000 | -16.1% | 76,389 | -2.4% | 4.79% | -0.5% |
Q4 2019 | $14,259,000 | +23.3% | 78,271 | +12.6% | 4.81% | +6.4% |
Q3 2019 | $11,562,000 | +4.9% | 69,533 | +3.1% | 4.52% | +2.1% |
Q2 2019 | $11,018,000 | +9.3% | 67,436 | +4.6% | 4.43% | +2.9% |
Q1 2019 | $10,080,000 | +20.5% | 64,444 | +3.5% | 4.31% | +2.5% |
Q4 2018 | $8,366,000 | -22.2% | 62,281 | -6.8% | 4.20% | -6.3% |
Q3 2018 | $10,757,000 | +154.1% | 66,795 | +142.3% | 4.49% | +121.0% |
Q2 2018 | $4,234,000 | +13.6% | 27,571 | +5.0% | 2.03% | -6.8% |
Q1 2018 | $3,726,000 | +23.1% | 26,265 | +22.0% | 2.18% | +19.0% |
Q4 2017 | $3,027,000 | +128.8% | 21,521 | +115.9% | 1.83% | +100.3% |
Q3 2017 | $1,323,000 | +49.7% | 9,967 | +43.2% | 0.91% | +53.4% |
Q2 2017 | $884,000 | +72.7% | 6,962 | +65.4% | 0.60% | +86.8% |
Q1 2017 | $512,000 | +81.6% | 4,209 | +66.3% | 0.32% | +67.9% |
Q4 2016 | $282,000 | -0.4% | 2,531 | +0.5% | 0.19% | -8.7% |
Q3 2016 | $283,000 | +5.2% | 2,519 | +0.3% | 0.21% | +0.5% |
Q2 2016 | $269,000 | +1.1% | 2,511 | +0.3% | 0.21% | -3.3% |
Q1 2016 | $266,000 | – | 2,503 | – | 0.21% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 150,486 | $43,280,000 | 31.36% |
Bromfield Sneider Wealth Advisors | 98,974 | $28,465,000 | 29.88% |
Axiom Advisory, LLC | 92,526 | $26,611,000 | 22.13% |
Strategies Wealth Advisors, LLC | 261,887 | $75,318,746 | 20.14% |
Peninsula Wealth, LLC | 238,486 | $68,589,000 | 19.54% |
Benchmark Wealth Management, LLC | 98,896 | $28,442,000 | 19.13% |
Dougherty Wealth Advisers LLC | 42,952 | $12,353,000 | 18.64% |
Corrigan Financial, Inc. | 204,558 | $58,830,771 | 18.60% |
Avory & Company, LLC | 101,636 | $29,231,000 | 18.30% |
Merit Financial Group, LLC | 999,489 | $287,453,000 | 17.34% |